Rational Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $83.9K | Buy |
248
+24
| +11% | +$7.68K | 0.01% | 132 |
|
|
2026
Q1 | $67.8K | Sell |
224
-5,980
| -96% | -$2.01M | 0.01% | 115 |
|
|
2025
Q4 | $2.3M | Sell |
6,204
-2,500
| -29% | -$895K | 0.24% | 71 |
|
|
2025
Q3 | $2.89M | Buy |
8,704
+8,524
| +4,736% | +$2.71M | 0.29% | 65 |
|
|
2025
Q2 | $57.4K | Buy |
+180
| New | +$50.7K | 0.01% | 128 |
|
|
2021
Q4 | – | Sell |
-12,000
| Closed | -$2.01M | – | 179 |
|
|
2021
Q3 | $2.01M | Buy |
+12,000
| New | +$2.01M | 0.16% | 53 |
|
|
2021
Q2 | – | Sell |
-5,500
| Closed | -$778K | – | 137 |
|
|
2021
Q1 | $778K | Buy |
+5,500
| New | +$727K | 0.14% | 113 |
|
|
2020
Q4 | – | Sell |
-4
| Closed | – | – | 236 |
|
|
2020
Q3 | $0 | Sell |
4
-138
| -97% | -$13.6K | ﹤0.01% | 593 |
|
|
2020
Q2 | $14K | Buy |
+142
| New | +$13.1K | 0.01% | 322 |
|
|
2020
Q1 | – | Sell |
-330
| Closed | -$41K | – | 188 |
|
|
2019
Q4 | $41K | Sell |
330
-1,037
| -76% | -$124K | 0.02% | 369 |
|
|
2019
Q3 | $162K | Buy |
1,367
+437
| +47% | +$53.6K | 0.06% | 250 |
|
|
2019
Q2 | $115K | Sell |
930
-44
| -5% | -$5.17K | 0.04% | 273 |
|
|
2019
Q1 | $106K | Buy |
974
+243
| +33% | +$25.5K | 0.03% | 258 |
|
|
2018
Q4 | $70K | Buy |
731
+365
| +100% | +$38.2K | 0.02% | 258 |
|
|
2018
Q3 | $39K | Buy |
366
+188
| +106% | +$19.6K | 0.01% | 309 |
|
|
2018
Q2 | $17K | Sell |
178
-93
| -34% | -$9.14K | 0.01% | 337 |
|
|
2018
Q1 | $25K | Buy |
+271
| New | +$26.3K | 0.01% | 314 |
|
|
2017
Q3 | – | Sell |
-3,600
| Closed | -$303K | – | 332 |
|
|
2017
Q2 | $303K | Buy |
+3,600
| New | +$285K | 0.19% | 135 |
|
|
2016
Q4 | – | Sell |
-11,000
| Closed | -$704K | – | 215 |
|
|
2016
Q3 | $704K | Buy |
+11,000
| New | +$707K | 0.46% | 80 |
|
|
2015
Q3 | $18K | Hold |
240
| – | – | 0.01% | 289 |
|
|
2015
Q2 | $19K | Hold |
240
| – | – | 0.01% | 291 |
|
|
2015
Q1 | $19K | Sell |
240
-160
| -40% | -$13.3K | ﹤0.01% | 289 |
|
|
2014
Q4 | $37K | Buy |
+400
| New | +$35.9K | 0.01% | 305 |
|
|
2013
Q4 | $54K | Sell |
600
-40
| -6% | -$3.29K | ﹤0.01% | 683 |
|
|
2013
Q3 | $48K | Hold |
640
| – | – | ﹤0.01% | 713 |
|
|
2013
Q2 | $48K | Buy |
+640
| New | +$45.5K | ﹤0.01% | 714 |
|
Other funds holding AXP
Rational Advisors's AXP Position: Q2 2026 in Review
Rational Advisors increased its American Express (AXP) stake by 11% in Q2 2026, buying an estimated $7.68K and bringing the position to 248 shares worth $83.9K. The position accounts for 0.01% of the portfolio, ranked #132.
Rational Advisors first reported a position in AXP in Q2 2013 and has held it in 26 quarters since. The position peaked at $2.89M in Q3 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Rational Advisors held 248 shares of American Express worth $83.9K as of Q2 2026.
- Rational Advisors bought 24 American Express shares in Q2 2026, an estimated $7.68K.
- American Express made up 0.01% of Rational Advisors's portfolio in Q2 2026, its #132 holding.
- Rational Advisors first reported a position in American Express in Q2 2013 and has held it in 26 quarters since.
- Rational Advisors's American Express position peaked at $2.89M in Q3 2025.
- 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.